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Fabian Lorenz

  • Small-Caps
  • Micro-Caps

For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

He first came into contact with the stock market and shares during his banking apprenticeship. After completing this in 2000, he gained his first journalistic experience in the editorial department of a financial portal. During his subsequent studies in business administration, he also worked in the area of investor relations.

Since then, he has remained true to the capital markets and is excited to report on every newly discovered interesting story - as well as on long-standing success stories.


Commented by Fabian Lorenz

Commented by Fabian Lorenz on August 26th, 2026 | 07:10 CEST

Steyr Motors After the Sell-Off: Buy the Dip? TKMS Rides the Defense Boom — Strategic Resources Set to Benefit From Soaring Steel Demand

  • CriticalMetals
  • GreenSteel
  • Defense
  • geopolitics
  • Automotive

The global defense boom is not just filling the order books of manufacturers of tanks, missiles, and drones. Demand is also growing in the naval sector, and with it the demand for raw materials. TKMS urgently needs high-quality steel for its submarines and frigates and is working to establish resilient supply chains. This is where Strategic Resources comes into play. The raw materials company operates in Canada and Northern Europe—the very regions that are playing a central role in TKMS's latest megaproject. The stock appears undervalued. But is Steyr Motors also a bargain after its recent sell-off? Analysts certainly think so. They recommend buying the stock. The weak first half and lowered guidance should primarily be viewed as the result of defense-related orders being pushed back in timing, rather than a fundamental deterioration in demand.

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Commented by Fabian Lorenz on August 25th, 2026 | 06:55 CEST

Bombshell, Crash Risk and Buy Recommendation! Hensoldt, D-Wave and HPQ Silicon in Focus!

  • Silicon
  • Drones
  • Batteries
  • Defense
  • computing

Major announcement from HPQ Silicon. Together with a partner, the company has secured its first military contract. The partner's batteries performed convincingly in tests and will be integrated into FPV drones for a regiment of the French Army. This should make it easier to secure contracts from NATO countries. Other potential customers are already conducting tests. As a result, HPQ is evolving from a hidden gem into a drone play. By contrast, analysts see more than 30% downside potential for Hensoldt. Compared with Renk and Rheinmetall, the reported order backlog is considered to be of higher quality, but the question is how quickly it can be converted into revenue and profit. In addition, analysts see risks stemming from Hensoldt's dependence on armoured-vehicle programs. D-Wave Quantum, on the other hand, is recommended as a "Buy". Analysts praise its unique strategy, first-mover advantage, and the fact that revenue generation is now beginning to take hold.

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Commented by Fabian Lorenz on August 24th, 2026 | 07:45 CEST

Sell Rheinmetall? Evotec with AI Potential and Lahontan Gold's 22% Resource Boost!

  • Mining
  • Gold
  • Silver
  • MRE
  • Commodities
  • Biotechnology
  • AI
  • Defense

Should investors sell Rheinmetall shares? That is the recommendation from mwb research. The analysts continue to view Rheinmetall as a clear operational winner in the European defense boom. However, they believe market expectations starting in 2028 are too ambitious. The company's order backlog is not as robust as many assume. By contrast, there are strong arguments for a rising share price at Lahontan Gold. The gold price climbed back above USD 4,600, suggesting that a new rally in the precious metal could be getting underway—the perfect timing to give the Lahontan story a boost. The company plans to build a mine and begin gold production next year. Most recently, the resource estimate was raised by 22%. And what about Evotec? Its stock is at rock bottom. Can AI-driven optimism provide new momentum?

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Commented by Fabian Lorenz on August 24th, 2026 | 07:35 CEST

Share Price Surges and Buy Ratings: New Price Target for Almonty as CTS EVENTIM and BioNTech Stage Comebacks

  • Tungsten
  • CriticalMetals
  • Biotechnology
  • entertainment

What a comeback! Almonty's share price surged by more than 50% in August! There are good reasons for the rally. Tungsten is in short supply in the West and is urgently needed due to the ramp-up in weapons production in the US. In addition, Almonty has released convincing quarterly results and announced a share buyback program. Analysts have recently nearly doubled their price target. BioNTech's share price jump of over 25% is less attributable to the biotech company itself; the stock has benefited from the breakthrough achieved by rival Moderna. Meanwhile, long-term performer CTS EVENTIM also made a comeback last week. Does this mean the stock is returning to its long-term uptrend? Analysts recommend the share as a "Buy".

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Commented by Fabian Lorenz on August 21st, 2026 | 07:50 CEST

Gold at USD 5,200 – Are Mining Stocks Heading for New All-Time Highs? Barrick, Pan American Silver, Endeavour Silver, Newmont & Desert Gold

  • Mining
  • Gold
  • Commodities
  • Silver
  • geopolitics
  • Inflation

Gold at USD 5,200 per ounce and mining stocks heading for a new all-time high? Morgan Stanley is supporting this bullish outlook. Despite recent volatility, the US investment bank remains bullish on gold and forecasts a price of USD 5,200 per ounce by the end of 2026. Compared to current levels, this would represent significant upside potential. A German precious metals expert also sees mining stocks reaching new all-time highs. This is likely to apply to Barrick Mining as well. The company has reached an agreement with Newmont, will receive a payment in the billions, and has taken another step toward a potential IPO of its North American gold assets. For Desert Gold, the timing could hardly be better. The company appears to be moving toward gold production just as a new gold rally is getting underway.

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Commented by Fabian Lorenz on August 20th, 2026 | 07:35 CEST

Insider Alert, Shock and Opportunity in These Stocks: HelloFresh, Steyr Motors and Standard Uranium

  • Uranium
  • nuclear
  • decarbonization
  • Automotive
  • Food

Alarm bells are ringing at HelloFresh. The stock has lost 50% so far this year. Fewer customers are placing orders, and earnings are deep in the red. Is there still hope? From the board's perspective, apparently not—the CEO has been selling shares. At Standard Uranium, on the other hand, a strategic investor has come on board—and for good reason. The uranium market is poised for strong growth, while Standard Uranium has once again reported strong drilling results. The stock is still lagging behind this trend—for now. Steyr Motors, meanwhile, has shocked its shareholders. After takeover speculation had already quickly evaporated, the company hit investors with another surprise this week in the form of a profit warning. Orders from the defense sector are proving to be both a blessing and a curse. Is now the time to buy?

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Commented by Fabian Lorenz on August 18th, 2026 | 07:20 CEST

Nel ASA Hopeless? dynaCERT Poised for a Comeback — While SFC Energy Is Already Taking Off

  • Hydrogen
  • cleantech
  • renewableenergy
  • Diesel
  • Retrofitting

Is there still hope for Nel ASA? At present, there appear to be few short-term catalysts for the stock. Growth remains limited, while losses are rising sharply. Analysts have also recently slashed their price targets. In contrast, there are strong indications that dynaCERT's stock is poised for a comeback. The cleantech company has once again reported progress in marketing its technology for reducing fuel consumption and emissions from existing diesel engines in Asia. This could prove the analysts right. They see significant upside potential for dynaCERT. SFC Energy provides an example of what a powerful comeback can look like. Analysts have raised their price targets and continue to see further upside even after the rally of more than 50%.

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Commented by Fabian Lorenz on August 18th, 2026 | 07:10 CEST

Renewable Energy Is Booming! Trump Is Furious! Winners Include First Solar, NextEra Energy, Siemens Energy and RE Royalties

  • royalties
  • renewableenergy
  • dividends
  • Solar
  • Energy

This development is unlikely to please US President Donald Trump. Renewable energy is gaining ground in the United States. While the US government is paying more than USD 1 billion to prevent RWE from building an offshore wind project, solar power generation is increasing by around 21%. Falling costs, rising electricity demand—particularly from data centers and AI—and the enormous need for new generation capacity are creating opportunities for companies such as First Solar and NextEra Energy. German companies including Nordex, SMA Solar and even gas specialist Siemens Energy are also among the potential beneficiaries. Another interesting small-cap is RE Royalties, which also has potential takeover appeal.

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Commented by Fabian Lorenz on August 17th, 2026 | 07:40 CEST

TKMS Keeps Soaring! When Will DroneShield and Volatus Aerospace Take Off Again?

  • Drones
  • Defense
  • hightech
  • aerospace
  • geopolitics

Nearly 50% gains in just a few weeks. TKMS is currently riding a wave of success, and analysts believe the stock has further upside potential. The company is a prime example of the comeback staged by traditional defence stocks in recent weeks. By contrast, many drone stocks continue to struggle. It seems like a strange disconnect, since few would dispute that drones and counter-drone systems are playing an increasingly important role, not only in current conflict zones. Accordingly, the investment needs of armed forces and security agencies are likely to remain substantial in the coming years. So when will companies such as Volatus Aerospace and DroneShield take off again?

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Commented by Fabian Lorenz on August 17th, 2026 | 07:10 CEST

Renk with AI Potential? D-Wave Shares Rebound! Is Zefiro Methane Seriously Undervalued?

  • methane
  • OrphanWells
  • AI
  • computing
  • Defense

Could Renk become an AI beneficiary? Its collaboration with Siemens Energy certainly appears to be gaining momentum. In 2026, the business is expected to account for around one-third of the order intake of Renk's Industrial Business Unit. At another company, analysts expect massive growth over the coming years, with earnings potentially multiplying. A recent report highlights the company's potential, while the stock appears far too cheap. And what about D-Wave? The quantum computing hopeful still looks far too expensive, as its latest quarterly figures have shown. Nevertheless, investors have also spotted some positive developments, sending the stock up 25% recently. Was that justified?

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